Workflow Workshop: Fix the manual work slowing down your business

Leads come from your website, your inbox, and someone’s memory. We’ll show you how Method captures all of it in one place and follows that lead all the way through to a paid invoice.

• ✓ Capture leads automatically from your website and email
• ✓ Convert a lead to estimate to invoice to payment
• ✓ Give customers a self-serve portal to view invoices and pay online

Quoting gets complicated fast when margins, discounts, and commissions are all in play. We’ll show you what the proposal workflow looks like when Method is built around how your sales team actually works.

• ✓ Calculate margin automatically at the estimate level
• ✓ Require manager approval when a rep discounts beyond a set threshold
• ✓ Track commission directly on invoices from day one

When work happens in the field, the back office is usually the last to know. We’ll walk through a real field service workflow in Method, from work order to close, including a customized setup for businesses that don’t fit a standard template.

• ✓ Create, schedule, and dispatch work orders in one place
• ✓ Give field crews mobile access to job details and customer history
• ✓ See what a customized Method workflow looks like in a real field service business

Your existing customers shouldn’t have to call you to reorder, check an invoice, or pull a document. We’ll show you what a robust customer portal looks like in Method.

• ✓ Give customers a portal to reorder, check inventory, and access documents themselves
• ✓ Build portal functionality customized around how your customer relationships actually work
• ✓ Set up sales dashboards that show you what’s happening across your business in real time